Looking to Score a Goal for Your Financial Future!
My Team Based background in Varsity Soccer has led to the Construction of Financial Monographs for Affluent Families.
Prior to Monograph, Sean served as a Vice President, Portfolio Manager and Advisor with LourdMurray in Beverly Hills, CA, from 2010 to July 2015. Sean was a primary architect of an institutional infrastructure tailored to families with multi-generational wealth and advanced planning objectives, helping to expand the business from $250 Million under management to $3.3 Billion in 5 years. Sean’s expertise is working with private business owners, executives of publicly traded companies, investment professionals, trustees, and retirees. Sean’s responsibilities included systematizing the most optimal trading and portfolio management platforms, aligning families’ investment assets with future liabilities, and coordinating estate planning, tax, insurance and philanthropic strategies. Sean also managed the Portfolio Management & Trading and Investment & Financial Planning Solutions groups for his final two years.
Sean received his Chartered Financial Analyst (CFA) and Certified Financial Planner designations in 2010. Sean began his career in 2006 with Dimensional Fund Advisors in Santa Monica, CA, where he consulted to over a hundred Independent Financial Advisors on portfolio strategy and asset allocation decisions for their most complex clients. He also assisted with articulating Dimensional’s scientific investment philosophy and counseled advisory businesses regarding practice management issues to run a more efficient and comprehensive practice for their clients. Sean’s expertise includes advanced discussions on Modern Portfolio Theory, risk-factor based investing, and the development of proprietary analytical tools for investment modeling.
Sean resides in Manhattan Beach with his wife, Jessica, and enjoys playing golf, volleyball, and soccer. Sean received a Bachelor of Science in Chemical Engineering from Cornell University, where he played varsity soccer.
Financial Advisor at Monograph Wealth
College/Pro Team: Cornell
Chapter: Manhattan Beach
Profession: Investment Adviser
Specialty: Financial Adviser / Wealth Management
Preferred Contact: email@example.com
Sean Shannon does not have any public activity yet.